CVA Family Office, LLC
Family OfficePosition in LPLA — LPL Financial Holdings Inc.
CIK 1802084
DENVER, CO
Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,407
-$21,010 QoQ
Shares Held
76
-46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#647
of 761 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $4,583,386 across 24 Capital Markets names. LPLA ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,641 | $1,806,314 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,313 | $1,327,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,211 | $757,628 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,986 | $346,941 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,649 | $165,361 | |
| 6 | EVR |
Evercore Inc.
|
108 | $36,875 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
76 | $21,407 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
355 | $17,742 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,407 | 76 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,417 | 141 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $21,787 | 61 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $20,294 | 61 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $22,873 | 61 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,412 | 41 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,774 | 33 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $6,746 | 29 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,099 | 29 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,605 | 25 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,690 | 25 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $11,958 | 55 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,060 | 25 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,404 | 25 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $6,554 | 30 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $5,534 | 30 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,567 | 25 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,401 | 15 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||